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| Happy Holidays!! thanks for using AUM13F!! |
| CMH Wealth Management LLC
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| CRD # | 150138 |
| SEC # | 801-70154 |
| CIK # | 0001657516 |
| AUM | $774.0 M (2025-05-13) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 603-379-8161 |
| Address | 100 Market Street Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 27.2 | ||
| Amazon Com Inc | 23.1 | ||
| Alphabet Inc | 20.4 | ||
| Apple Inc | 20.2 | ||
| Boeing Co | 11.6 | ||
| Snowflake Inc | 11.5 | ||
| Fiserv Inc | 10.0 | ||
| Palo Alto Networks Inc | 9.8 | ||
| Lilly Eli & Co | 9.7 | ||
| Tesla Motors Inc | 9.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 53.7 |
| (b) Individuals (high net worth individuals) | 185 | 691.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 9.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 20.0 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 774.0 |
| By Discretionary | ||
| Discretionary | 691 | 774.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 691 | 774.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 774.0 | |
| Total | 691 | 774.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001657516] |
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